Tata Focused Fund-Direct Plan-Growth vs TATA Focused Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Both Tata Focused Fund-Direct Plan-Growth and TATA Focused Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option exhibit identical metrics in terms of returns, expense ratio, AUM, and star rating, making it difficult to distinguish one as stronger than the other based solely on these factors. Since both funds have the same expense ratio and performance figures, the meaningful tradeoff comes down to the distribution method, where one fund focuses on growth while the other includes income distribution and capital withdrawal options. Investors should consider their preference for growth versus income distribution when choosing between these two funds.
Tata Focused Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Equity · Focused
TATA Focused Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Focused
| Metric | Tata Focused Fund-Dire... | TATA Focused Fund Dire... |
|---|---|---|
| NAV | ₹25.52 | ₹25.52 |
| Star Rating | ★★★ | ★★★ |
| Expense Ratio | 0.92% | 0.92% |
| AUM | ₹1,624 Cr | ₹1,624 Cr |
| 1M Return | +7.57% | +7.57% |
| 3M Return | -2.19% | -2.19% |
| 6M Return | +0.0% | +0.0% |
| 1Y Return | -1.34% | -1.34% |
| 3Y CAGR | +10.14% | +10.14% |
| 5Y CAGR | +9.48% | +9.48% |
| Risk Level | — | — |
| Fund Manager | Rupesh Patel | Rupesh Patel |